How Mayfair Equity Partners improved origination and deal flow functions with Carta Deal CRM

Kunal Dasgupta

Founding Partner
Company Bio

Carta products featured

How Mayfair Equity Partners improved origination and deal flow functions with Carta Deal CRM

Mayfair Equity Partners is a dedicated technology and consumer investor with over £2 billion in assets under management. Its investment philosophy is to back people and their ideas, working in active partnership with founders and management teams to help them realize their ambitions.

Mayfair Equity Partners was previously using MS Dynamics, a generic CRM solution which was manual and very data intensive for the team. Contact information was frequently out of date and deal information was not always consistently entered.

Migrating to Carta Deal CRM allowed Mayfair to significantly automate the process of deal creation and pipeline tracking. As adding deals to the platform became significantly easier, the senior members of the investment team gained confidence in data quality and began logging and tracking more and more assets.

“Deal CRM has significantly improved our origination and deal tracking motion,” says Kunal Dasgupta, partner at Mayfair Equity Partners. “Its impact on our fund cannot be underestimated.”

As a result, the reported deal flow volume across the fund increased by over 50% year on year, providing significantly more visibility into market trends.

Deal CRM also synced all of Mayfair’s contacts, emails, and interactions in one place, providing a centralized view of key origination and M&A relationships. This allowed the fund to more clearly track its tier 1 M&A advisors and to focus outbound outreach.

Lastly, the introduction of the Notes module allowed to easily consolidate all of the market insights coming from M&A advisors, brokers and due diligence advisors.